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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| GA | RA | APPROVED | 2020-11-12 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 07/2018 | 12/2019 |
| Punta Pacifica Realty | Panama City | 04/2014 | 04/2018 | |
| Courtesy Automotive | Cinicinnati | OH | 06/2018 | 07/2018 |
| Bank Of America, N.A. | Cincinnati | OH | 09/2018 | 12/2019 |
| Advocacy Wealth Management, Llc | Atlanta | GA | 09/2020 | Present |
| Unemployed | Atlanta | GA | 01/2020 | 08/2020 |
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 01/2021, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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